Private Client Services
Portugal has become an increasingly attractive destination for ultra-high-net-worth individuals and mobile families for reasons exceeding optimization of their personal and financial arrangements within a stable and well-regulated European jurisdiction. Portugal strikes an appealing blend of lifestyle combining an ideal environment to raise a family and an ecosystem of bodies and similar minded entrepreneurs to grow your business.
Our international team of chartered accountants includes a thoughtfully combined team of local and international talent to provide accounting and tax support in Portugal with an understanding of cross border implications. Our practical guidance is tailored to internationally mobile individuals and families.
Our services include preparation and submission of personal tax returns, reporting of domestic and foreign-sourced income, application of relevant exemptions, reliefs, and regime-specific treatments where applicable, and ongoing monitoring of filing requirements and deadlines in Portugal. Our role ensures clients are fully compliant with Portuguese tax legislation while optimizing positions within the boundaries of applicable law.
Our services include the administrative processes required in Portugal for individuals interacting with the Portuguese Tax Authorities, including:
- Registration with the Portuguese Tax Authority
- Obtaining and managing a Portuguese tax identification number (NIF)
- Acting as tax representatives where required for non-resident individuals
- Maintaining and updating taxpayer records
For individuals holding Portuguese based assets, we provide:
- Tax reporting in relation to Portuguese real estate (including rental income and disposals)
- Compliance support for locally held investments or business interests
- Liaison with local authorities in relation to property-related tax matters or other financial intermediaries
Transference of wealth in Portugal should be a matter that is dealt with care. Our experienced team are able to swiftly address gift and inheritance tax reporting in Portugal for international individuals. We support:
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- Assessment of reporting obligations for gifts and inheritance
- Preparation and submission of required filings
- Administrative handling of compliance obligations arising from transfers of Portuguese-situs assets
Our support for entrepreneurs and self-employed individuals includes providing bookkeeping, income and personal tax, VAT, social security reporting, and ongoing accounting compliance.
